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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,152 | $75,183-89.2% | $123,894-93.4% | $55,167-85.2% |
| Participation rate | 51.5% | 72.8%-21.3pp | 81.4%-29.9pp | 69.0%-17.5pp |
| Annual return | 52.57% | 19.01%+33.6pp | 47.52%+5.1pp | 169.23%-116.7pp |
| Employer contribution / active EE | $633 | $2,823-77.6% | $4,617-86.3% | $1,963-67.7% |
| Participant deferral / active EE | $1,052 | $5,084-79.3% | $5,984-82.4% | $3,054-65.6% |
| Admin fee / account holder | $177 | $663-73.3% | $8,357-97.9% | $504-64.8% |